Covestor’s VERITIV CORPORATION VRTV Stock Holding History

Covestor’s Portfolio VRTV Stock Details VRTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-53	Closed	-$9K	–	2874
2023 Q3	$9K	Sell	53 -125	-70%	-$19.4K	0.01%	1523
2023 Q2	$22K	Buy	178 +140	+368%	+$16.4K	0.02%	1107
2023 Q1	$5K	Buy	38 +16	+73%	+$2.05K	﹤0.01%	1586
2022 Q4	$3K	Hold	22	–	–	﹤0.01%	1741
2022 Q3	$2K	Sell	22 -1	-4%	-$119	﹤0.01%	1763
2022 Q2	$3K	Sell	23 -4	-15%	-$544	﹤0.01%	1576
2022 Q1	$4K	Buy	27 +21	+350%	+$2.29K	﹤0.01%	1585
2021 Q4	$1K	Buy	+6	New	+$722	﹤0.01%	2034

Other funds holding VRTV

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Covestor's VRTV Position: Q4 2023 in Review

Covestor sold out of VERITIV CORPORATION (VRTV) in Q4 2023, closing a stake of 53 shares — an estimated $9K sold.

Covestor first reported a position in VRTV in Q4 2021 and held it in 8 quarters. The position peaked at $22K in Q2 2023. 3 funds tracked by Wall St. Rank hold VRTV as of Q4 2023.

Covestor reported no remaining VERITIV CORPORATION position as of Q4 2023 after selling out during the quarter.
Covestor sold 53 VERITIV CORPORATION shares in Q4 2023, an estimated $9K.
Covestor first reported a position in VERITIV CORPORATION in Q4 2021 and held it in 8 quarters.
Covestor's VERITIV CORPORATION position peaked at $22K in Q2 2023.
3 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q4 2023.

Based on Covestor's 13F filing for Q4 2023, filed 9 Feb 2024.